$50MM AUM | $2MM GDC in Whitehall, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Whitehall, PA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

Our planning strategy begins with the end game in mind. If people are deferring money for a later date and time (retirement), how will they eventually spend down those retirement dollars? We educate all of our clients on how the withdrawal name of the game changes 180 degrees from the accumulating/contributing of assets. We are looking to expand our book of business by merging or acquiring another local book of business.

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